Down goes Tesla's stock, maybe: Well-followed Tesla (TSLA) stock analyst Adam Jonas is out with a note saying shares of this money-losing operation will surge 30% to $400 in early 2018. The main driver: Tesla will start getting its cars off the assembly line faster and bringing in badly needed cash in the process. Then, said Jonas, all hell could break loose for Tesla bulls with shares crashing to $200. Igniting the deep selloff would be rising concerns on Tesla's global addressable market and a wave of new electric cars arriving to market. Here's my call: Tesla's stock will end 2018 around $150 or so, raising calls for Elon Musk to step aside and sell the company. Boom.

Who knows with Starbucks: How my mind worked after seeing robust appetite for Starbucks' (SBUX) new $1 billion bond offering -- that's a ton of hot cash to be used on stock buybacks and capital investment. With Starbucks shares badly lagging the broader markets over the last year, who wouldn't want Starbucks to show a vote of confidence and use its new cash pile to buyback stock? Further, how is it not bullish that Starbucks could deploy cash to invest in technology that widens its digital edge globally? The fact each of those elements may be overlooked by the market short-term as Starbucks battles several pressures (wage inflation, slowing sales, etc.) is telling on the year the coffee giant has had so far. It may be best to sit this dance out until Starbucks blows everyone away with its gift card sales numbers this holiday season (which could improve sentiment).